Release notes for Texada CloudLink version 2024.0718.
Introduction
These notes address new features and code fixes for version 2024.0718 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
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Release Highlights
SalesLink Flex - Open Leads from Notification Emails
When a sales rep opens a lead notification email received from SalesLink on their phone, it is now possible to immediately open that lead in SalesLink Flex by following the link provided! This powerful new feature gives sales reps the ability to easily and efficiently respond to new leads while on the road. Check out the above video to learn more!
Commissions
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Ticket # |
Description |
|
CLA-33326 |
Commissions have been enabled for AX dealers. |
Customer Order to Invoice
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Ticket # |
Description |
|
CLA-29152 |
Resolved an issue in which changing the finance terms on a deal would occasionally cause the Checklist page to become blank. |
|
CLA-33020 |
Changed the position of the General Notes column in the Pending Deals report to correct a data alignment issue. |
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CLA-33295 |
Resolved an issue affecting the Deal Details page in which a "This deal's checklist is out of date from current settings" message would occasionally appear even when the checklist was current. |
Inventory
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Ticket # |
Description |
|
CLA-33348 |
Resolved an issue in which certain machine information available in SalesLink would occasionally not match the information in DBS. |
iQuote
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Ticket # |
Description |
|
CORE-630 |
iQuote’s new automatic quote summary email drafting feature has been improved. The input word limit has been increased from approximately 12,000 words to approximately 96,000. This means that it is now possible to attach significantly longer brochure documents without encountering a “Token limit exceeded” error. |
|
CLA-32606 |
Re-enabled changing the Customer on a Quote if the Customer name contains double quotes. |
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CLA-28345 |
Resolved an issue affecting the Add Quote window in which clicking the "Create Quote" button with empty required fields would occasionally cause the Contact Last Name field to be hidden. |
SalesLink
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Ticket # |
Description |
|
CLA-32380 CLA-33276 |
The Resolved Leads Report will now calculate leads based on the Lead/Stage status (e.g. Won, Lost etc.) and the corresponding Quote status of the products. |
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CLA-31880 |
Enhanced SalesLink Calendar collaboration with Outlook Calendar. |
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CLA-32657 |
Resolved an issue in which AMT opportunity notification emails would occasionally fail to be sent out. |
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CLA-33050 |
Resolved an issue in which an "Equipment is not assigned to division" error would occasionally appear when attempting to import equipment into SalesLink. |
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CLA-32603 |
Fixed a small bug that was preventing the Lost Sales by Model (All) report from loading for specific divisions. |
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CLA-33021 |
Resolved an issue in which competitor info would occasionally fail to save when marking an opportunity as lost. |
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CLA-33125 |
Resolved an issue in which the COTI information form would occasionally appear when attempting to win multi-product rental opportunities. The behavior of multi-product rental opportunities is now controlled by the "ckCommom.Opportunity.Rent.HideWonSection" configuration key, the same as single-product opportunities. |
|
CLA-33324 |
Resolved the "We are sorry, but there has been a problem viewing this document" error that would occasionally occur when attempting to open an attachment in SalesLink. |
ServiceLink
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Ticket # |
Description |
|
CLA-33225 |
Resolved an issue affecting ServiceLink and Condition Monitoring Portal in which adding an album or document via the the Media tab would occasionally fail. |
|
CLA-33220 |
Resolved an issue in which adding a Misc item to a Segment would occasionally cause certain unrelated fields to appear blank. Misc amounts are now automatically updated in Segment financials. |